Our Services
Accounting & Fractional CFO Services for Small Business Owners
A complete accounting foundation plus optional Personal and Business Fractional CFO support to help you run your business with clarity and confidence.
Our Services
Your Financial Foundation
Bookkeeping + Tax Planning & Compliance for Small Business Owners
Every successful financial strategy starts with clean data and proactive tax planning. This foundation ensures your numbers are accurate, compliant, and ready to support smarter decisions.
Includes:
- Complete bookkeeping solution
- Proactive tax methodology and planning
- Unlimited access to responsive financial expertise related to bookkeeping and tax services
- Dedicated accounting team with a deep understanding of your business
Best for:
Early-stage and established small business owners who want accurate books, proactive tax support, and confidence that their financial foundation is solid.Let's Talk Financial Foundation
Start with the essentials and build clarity around your finances, cash flow, and next best steps—without overwhelm.
Add Strategic Fractional CFO Support
Once your foundation is in place, you can layer on CFO-level guidance where you need it most.
Includes:
- Strategic insight Business Fractional CFO meetings
- Business cash flow visibility and financial trend analysis
- Profitability and KPI insights
Best for:
Growing businesses that need strategic financial insight to improve profitability, manage cash flow, and make smarter decisions without hiring a full-time CFO.
Includes:
- Personal Fractional CFO Services – delivered through the Thryve Personal Financial Clarity System
- Personal financial dashboard with budgeting and cash flow oversight
- Personal financial balance sheet and net worth tracking
- Retirement planning and goal tracking
- Quarterly personal CFO strategy sessions
- Monthly high level trend and risk analysis
Best for:
Small business owners seeking clarity, control, and long-term confidence in their personal finances with a trusted financial partner to keep them accountable.Both Business and Personal CFO Services
Includes:
- Everything in Business CFO
- Everything in Personal CFO
- Unified planning, projections and strategy for a full financial picture.
Best for:
Established small business owners who want complete financial clarity across both business and personal finances.Let's Talk Fractional CFO Services
Ready for more strategic insight? Make smarter decisions without hiring a full-time CFO.
Smart Financial Systems for Small Businesses
Wondering how to leverage new technology, including AI, in your financial and administrative operations? Thryve helps you cut through the noise and figure out exactly that.
Includes:
- Dedicated meetings with an experienced financial advisor to understand your business, establish, priorities, and identify the right path forward
- A structured assessment of your current finance and administrative workflows
- Identification of where technology and AI tools can save real time or improve financial visibility
- Best practice ideas and solutions for overall small business financial operations
- Honest evaluation of what’s worth pursuing and what isn’t, scored by impact and effort
- A prioritized 90-day action plan with tool recommendations you can implement on your own or with Thryve’s support
- A full solution report with visual workflow maps and an opportunity matrix
- A presentation and walkthrough of findings with clear next steps
Best for:
Small business owners who are curious about technology and AI opportunities for their financial and administrative operations but aren’t sure where to start, stuck with old processes developed many years ago, spending too much time on manual finance tasks, or ready to build smarter systems without the guesswork. This service stands on its own. You don’t need an existing or ongoing Thryve relationship to receive the benefits of this service.Compare Our Services
Choose the level of financial support that fits your business and your life.
| Service Feature | Bookkeeping & Tax Services | Business CFO Services | Personal CFO Services | Both (Business + Personal CFO Services) |
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Continuous Small Business Bookkeeping Solution |
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Income Statement and Balance Sheet Management |
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Monthly Reconciliations & Close |
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Proactive Tax Methodology & Planning |
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Business Entity Tax Return |
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Personal Tax Return (Business Owner) |
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Tax Projections |
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Dedicated Accounting Team |
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Unlimited Access to Responsive, Financial Expertise |
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Strategic Insight Business Fractional CFO Meetings |
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Business Cash Flow Visibility & Financial Trend Analysis |
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Profitability & KPI Insights |
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Personal Financial Dashboard |
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Personal Budgeting & Cash Flow Oversight |
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Personal Financial Balance Sheet & Net Worth Tracking |
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Retirement Planning and Goal Tracking |
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Quarterly Personal CFO Strategy Sessions |
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Multiple Scenario Retirement Analysis |
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Monthly High Level Trend & Risk Analysis |
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Business & Personal Financial Alignment |
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Not Sure Which Service Will Suit You Best?
We’ll help you choose the right level of support based on your goals, timeline, and where you want to go financially.